Kovitz Investment Group Partners

Kovitz Investment Group Partners Portfolio holdings

AUM $4.52B
1-Year Est. Return 21.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.4B
AUM Growth
+$6.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1 +$237M
2 +$192M
3 +$184M
4
APO icon
Apollo Global Management
APO
+$164M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$160M

Top Sells

1 +$62.4M
2 +$39.4M
3 +$32.2M
4
CRM icon
Salesforce
CRM
+$29.8M
5
DEO icon
Diageo
DEO
+$22.7M

Sector Composition

1 Technology 18.58%
2 Financials 12.48%
3 Consumer Discretionary 7.62%
4 Healthcare 6.29%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
-21,628
1252
-11,500